Market Brief

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劉啟聰先生(Norman Lau)
輝立資本管理 - 投資經理

善於分析投資市場狀況,於証券及銀行經驗逾12年,活躍於商界活動及交流,主要為客戶提供各類型資產管理包括股票、期貨、期權及新股交易。精於以創新模式經營業務及其專業分析,為私人客戶提供專業意見、投資策略及資金分配技巧,深得客戶支持。
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上破十年頂指日可待 破頂後將進全新領域

Friday, January 05, 2018 Views4727

環球指數

- 中國及香港股市一直大落後,縱使2017年度股市升幅強勁,

- 但比對起環球指數之下,恆指(HSI)還未破十年前頂峰,

- 中國A50指數更遠談不上高位,未算完全脫離上金融海潚的影響。

 

眾焦金融股

- 觀察近月指數表現理想,直接和間接能利好大型金融股業務。

 

- 坐擁香港股票市場獨市生意,同股不同股通過,能為新股市場帶來爆發性的增長和機遇,

- 加上[新股通]亦終放上議程中,港交所(0388)能直接受惠,

- 未來大型銀行及金融類別的股份,同樣看一線。

 

- 國際油價向好,續有利中石油(857)及中海油(883)業務,同樣會為恆指點數上帶來有力支持。

 

觀點

- 現況大市氣氛良好,各板塊上均未見亢奮和不理性的行為,屬健康升市,恆指破頂屬指日可待。

- 下周二南北韓舉行特別會談,普遍看來市場並無大期望,結果反隨時會帶來意外驚喜。

 

註:本人劉啟聰為證監會持牌人士。截至本評論文章發表日止,本人及/或其有聯繫者並無持有全部提及之証券的所有相關財務權益。

 
This report is produced and is being distributed in Hong Kong by Phillip Securities Group with the Securities and Futures Commission (“SFC”) licence under Phillip Securities (HK) LTD and/ or Phillip Commodities (HK) LTD (“Phillip”). Information contained herein is based on sources that Phillip believed to be accurate. Phillip does not bear responsibility for any loss occasioned by reliance placed upon the contents hereof. The information is for informative purposes only and is not intended to or create/induce the creation of any binding legal relations. The information provided do not constitute investment advice, solicitation, purchase or sell any investment product(s). Investments are subject to investment risks including possible loss of the principal amount invested. You should refer to your Financial Advisor for investment advice based on your investment experience, financial situation, any of your particular needs and risk preference. For details of different product's risks, please visit the Risk Disclosures Statement on http://www.phillip.com.hk. Phillip (or employees) may have positions/ interests in relevant investment products. Phillip (or one of its affiliates) may from time to time provide services for, or solicit services or other business from, any company mentioned in this report. The above information is owned by Phillip and protected by copyright and intellectual property Laws. It may not be reproduced, distributed or published for any purpose without prior written consent from Phillip.
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